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iShares iBonds Dec 2027 Term Muni Bond ETF

59 hedge funds and large institutions have $106M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 12 reducing their positions, and 4 closing their positions.

Holders
59
Holders Change
+6
Holders Change %
+11.32%
% of All Funds
1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
27
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HWA
1
Heartwood Wealth Advisors
Virginia
$13M 516,150 +516,150 New
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$10.4M 411,513 +294,966 +253%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.88M 392,561 +276,156 +237%
HighTower Advisors
4
HighTower Advisors
Illinois
$6.16M 244,705 -166,829 -41%
US Bancorp
5
US Bancorp
Minnesota
$5.75M 228,625 +20,560 +10%
CIM
6
Confluence Investment Management
Missouri
$5.64M 224,138 +1,110 +0.5%
SPF
7
Steven Patrick Farmer
$5.64M 224,138 +224,138 New
Wells Fargo
8
Wells Fargo
California
$5.18M 205,744 +12,198 +6%
Bank of America
9
Bank of America
North Carolina
$4.38M 174,002 +110,510 +174%
PWM
10
Praetorian Wealth Management
California
$4.32M 171,826 +13,765 +9%
SPIA
11
Steward Partners Investment Advisory
New York
$4.03M 160,242 +152,382 +1,939%
WSTAM
12
Wilbanks Smith & Thomas Asset Management
Virginia
$4.02M 159,780 +19,099 +14%
UBS Group
13
UBS Group
Switzerland
$3.9M 154,770 +66,754 +76%
Morgan Stanley
14
Morgan Stanley
New York
$2.64M 104,912 -63,953 -38%
LPL Financial
15
LPL Financial
California
$1.89M 75,132 +45,330 +152%
Jane Street
16
Jane Street
New York
$1.72M 68,289 +25,818 +61%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.53M 60,737 +7,075 +13%
CCWA
18
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.35M 53,525 +6,897 +15%
LPT
19
Legacy Private Trust
Wisconsin
$1.23M 48,888 +19,988 +69%
PA
20
Prism Advisors
California
$1.13M 44,715
WIC
21
Woodmont Investment Counsel
Tennessee
$982K 39,000 +2,525 +7%
REMPR
22
Roof Eidam Maycock Peralta (REMP)
California
$714K 28,350
SSB
23
Sandy Spring Bank
Maryland
$681K 27,065 +240 +0.9%
AIP
24
Ameritas Investment Partners
Nebraska
$646K 25,676 -3,892 -13%
RJA
25
Raymond James & Associates
Florida
$635K 25,211 -463 -2%